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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,267 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,166 | $94,031+72.5% | $115,768+40.1% | $82,448+96.7% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.4%-18.1pp | 68.1%-11.8pp |
| Annual return | 3.73% | 20.61%-16.9pp | 100.46%-96.7pp | 41.64%-37.9pp |
| Employer contribution / active EE | $2,338 | $2,323+0.6% | $2,940-20.5% | $2,551-8.3% |
| Participant deferral / active EE | $9,622 | $3,972+142.3% | $4,917+95.7% | $4,139+132.5% |
| Admin fee / account holder | $100 | $10,249-99.0% | $12,439-99.2% | $7,234-98.6% |